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EverSource Wealth Advisors’s Oak Valley Bancorp OVLY Stock Holding History

EverSource Wealth Advisors’s Portfolio OVLY Stock Details OVLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.69K Buy
83
+1
+1% +$32 ﹤0.01% 3535
2025
Q4 		$2.46K Buy
82
+1
+1% +$28 ﹤0.01% 3417
2025
Q3 		$2.28K Buy
81
+29
+56% +$813 ﹤0.01% 3476
2025
Q2 		$1.42K Buy
52
+45
+643% +$1.15K ﹤0.01% 3621
2025
Q1 		$175 Buy
+7
New +$183 ﹤0.01% 3726

Other funds holding OVLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EverSource Wealth Advisors's OVLY Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Oak Valley Bancorp (OVLY) stake by 1.2% in Q1 2026, buying an estimated $32 and bringing the position to 83 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3535.

EverSource Wealth Advisors first reported a position in OVLY in Q1 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • EverSource Wealth Advisors held 83 shares of Oak Valley Bancorp worth $2.69K as of Q1 2026.
  • EverSource Wealth Advisors bought 1 Oak Valley Bancorp share in Q1 2026, an estimated $32.
  • Oak Valley Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3535 holding.
  • EverSource Wealth Advisors first reported a position in Oak Valley Bancorp in Q1 2025 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.